Migrate from Advantage HITS to HubSpot

HubSpot's Contact object receives Advantage HITS contact records directly. The HubSpot contact record is created first, then associated to the mapped Company record via the Company Name property. Email, name, phone, job title, and address fields map 1:1, preserving all standard contact attributes without transformation. The association to the company record is established immediately after the contact lands in HubSpot, ensuring referential integrity across the migrated dataset.

Advantage HITS contact status values map to HubSpot lifecycle stages via a value-by-value translation table. Unmapped status values route to 'lead' by default and are flagged in the migration report so your team can reclassify them in HubSpot after go-live.

HubSpot's Company object receives Advantage HITS company records directly. Name, domain, industry, employee count, and annual revenue map 1:1 without transformation. Parent-company hierarchies in Advantage HITS translate to the Parent Company field in HubSpot, provided the parent record was migrated first. This ensures hierarchical relationships are preserved during the migration process and company structures remain intact in HubSpot.

Advantage HITS deal records map to HubSpot Deals. Deal name, amount, close date, and owner reference migrate directly. The deal is associated to the primary Contact and the mapped Company record by the migration logic that builds association records after the core objects land.

Advantage HITS deal stage values map to HubSpot pipeline stage names value-by-value. If Advantage HITS uses stage names that do not exist in your HubSpot pipeline, FlitStack creates them as new stage options or maps to the closest existing stage, flagging the discrepancy in the migration plan.

Email activities logged against contacts in Advantage HITS migrate as HubSpot engagements with Type='EMAIL'. Subject, body, timestamp, and associated contact are preserved exactly as recorded in the source system. Engagement tracking is re-enabled in HubSpot for future email logging, ensuring your team can continue tracking email interactions from the moment go-live completes.

Call records from Advantage HITS migrate as HubSpot engagements with Type='CALL'. Duration, outcome, notes, and associated contact are preserved. HubSpot's call logging interface surfaces this history on the contact record timeline, giving your sales team immediate visibility into past call activity after migration completes.

Meeting records migrate as HubSpot engagements with Type='MEETING'. Start time, end time, title, body, and associated contact are preserved exactly as they appear in Advantage HITS, ensuring complete historical meeting context is available in HubSpot's timeline view.

Notes attached to contacts or deals in Advantage HITS migrate as HubSpot engagements with Type='NOTE'. Rich-text formatting is preserved where the source data format allows, and the note is attached to the same contact or deal record in HubSpot, maintaining the original context of each note.

Any custom fields on contacts, companies, or deals in Advantage HITS are discovered during the discovery phase, translated to HubSpot custom properties of the matching type (text, number, date, checkbox, picklist), and created in your HubSpot portal before the data migration runs. Picklist values map value-by-value.

Advantage HITS products map to HubSpot Products, and associated line items map to HubSpot Line Items linked to the corresponding Deal. Product name, price, and description migrate directly without transformation. If Advantage HITS stores bundle or bundle-component relationships, those translate to HubSpot product associations. Line item quantity and discount fields map to the corresponding HubSpot line item properties, preserving all commercial data.

Advantage HITS user IDs are resolved by email match against HubSpot user accounts. Users with no matching email in HubSpot are flagged as unmapped owners before migration commits — your team either creates the HubSpot user or reassigns those records to a fallback owner.